Plante Moran Financial Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-13
| Closed | – | – | 1114 |
|
2021
Q1 | $0 | Sell |
13
-752
| -98% | – | ﹤0.01% | 1147 |
|
2020
Q4 | $25K | Buy |
+765
| New | +$25K | 0.01% | 485 |
|
2019
Q4 | – | Sell |
-80
| Closed | -$3K | – | 902 |
|
2019
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 751 |
|
2018
Q3 | – | Sell |
-800
| Closed | -$30K | – | 845 |
|
2018
Q2 | $30K | Buy |
+800
| New | +$30K | 0.02% | 418 |
|